USFR

WisdomTree Bloomberg Floating Rate Treasury Fund
USFR

Overview Fund Activity
Delisted

USFR was delisted on the 15th of November, 2016.

Back to rankings

141 hedge funds and large institutions have $898M invested in WisdomTree Bloomberg Floating Rate Treasury Fund in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 70 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
-4
Holders Change %
-2.76%
% of All Funds
2.9%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.18%
New
13
Increased
47
Reduced
70
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$28.7M
2
Wells Fargo
Wells Fargo
California
+$17.5M
3
RW
RVW Wealth
California
+$4.44M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.24M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.17M

Top Sellers

1
SEIA
Signature Estate & Investment Advisors
California
-$68.2M
2
AAS
Avantax Advisory Services
Texas
-$33.2M
3
FHC
First Heartland Consultants
Missouri
-$23.4M
4
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
-$15.2M
5
Bank of America
Bank of America
North Carolina
-$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
101
RFG Advisory
Alabama
$326K +$31.4K +1,247 +11%
SWM
102
Segment Wealth Management
Texas
$322K +$322K +12,800 New
CPA
103
Capital Planning Advisors
California
$320K -$32.5K -1,292 -9%
Commonwealth Equity Services
104
Commonwealth Equity Services
Massachusetts
$311K -$133K -5,290 -30%
FFA
105
First Foundation Advisors
California
$306K +$306K +12,163 New
PA
106
Pinnacle Associates
New York
$286K -$21.3K -850 -7%
PWMAG
107
Pinnacle Wealth Management Advisory Group
New Jersey
$286K -$21.3K -850 -7%
PWMG
108
Prestige Wealth Management Group
New Jersey
$260K – – –
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$257K -$196K -7,788 -43%
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$227K +$8.59K +342 +4%
NEIRG
111
New England Investment & Retirement Group
Massachusetts
$227K +$9.1K +362 +4%
IA
112
IFP Advisors
Florida
$221K +$221K +8,807 New
Creative Planning
113
Creative Planning
Kansas
$217K +$217K +8,633 New
SW
114
SkyOak Wealth
Michigan
$211K -$26K -1,036 -11%
EWM
115
EPG Wealth Management
Georgia
$209K -$99K -3,952 -32%
Jane Street
116
Jane Street
New York
$207K -$2.44M -97,461 -92%
GRP
117
Global Retirement Partners
California
$163K – – –
IWP
118
IAG Wealth Partners
Wisconsin
$151K +$151K +5,976 New
FHA
119
Flagship Harbor Advisors
Massachusetts
$149K -$98.9K -3,950 -40%
EFSCE
120
Enterprise Financial Services Corp (EFSC)
Missouri
$132K -$15.2M -606,452 -99%
CIA
121
Cascade Investment Advisors
Oregon
$127K +$3.14K +125 +3%
LFG
122
LifePlan Financial Group
Ohio
$117K -$40.6K -1,623 -26%
WAS
123
Winch Advisory Services
Wisconsin
$102K +$50 +2 +0%
US Bancorp
124
US Bancorp
Minnesota
$59K -$12.5K -500 -17%
SFSIG
125
San Francisco Sentry Investment Group
California
$50K -$125K -5,000 -71%
3 4
5
6 7